Position in BLK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,027,907
-$4,007 QoQ
Shares Held
1,069
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#376
of 849 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $3,187,978 across 5 Asset Management names. BLK ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
12,811 | $1,507,470 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
1,069 | $1,027,907 | |
| 3 | BBN |
BlackRock Taxable Municipal Bond Trust
|
18,000 | $291,060 | |
| 4 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
15,780 | $183,048 | |
| 5 | VPV |
Invesco Pennsylvania Value Municipal Income Trust
|
15,768 | $178,493 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027,907 | 1,069 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,031,914 | 1,073 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,223,398 | 1,143 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,332,589 | 1,143 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,199,292 | 1,143 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,092,237 | 1,154 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,191,177 | 1,162 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||